The Joseph Group

Year-End Financial Checklist Webinar

November 30, 2023

Year-End Financial Checklist Webinar: Key Action Items Before Year-End for a Better 2024 and Beyond

Join this Joseph Group webinar as Todd Walter and Jake Martin discuss some of the key year-end planning techniques to consider as the new year approaches.

Learn how to minimize taxes, maximize gifting opportunities, meet contribution and distribution deadlines, and other ways to put yourself in a better position for next year.


Columbus, OH 43215